Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo De leon is a financial professional with over a decade of experience in the financial services industry. Angelo is currently registered with J.P. Morgan Securities LLC as a registered representative. Prior to his current role, Angelo held various positions at Citigroup Global Markets Inc., WELLS FARGO CLEARING SERVICES, LLC, and J.P. Morgan Securities LLC. Angelo specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and institutions. Angelo has a strong track record of success and is committed to providing his clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
01/26/2024 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
CT
08/11/2022 - 02/24/2023
WELLS FARGO CLEARING SERVICES, LLC (STAMFORD CT)
NY
04/20/2022 - 06/10/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
03/06/2014 - 11/11/2020
CITIGROUP GLOBAL MARKETS INC. (BRONX NY)
NY
10/01/2012 - 01/27/2014
J.P. MORGAN SECURITIES LLC (ARDSLEY NY)
NY
02/10/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BRONX NY)
NY
10/03/2008 - 06/17/2010
CHASE INVESTMENT SERVICES CORP. (BRONX NY)
BOTH
Issued 11/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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